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Tag: Financial Planners

What’s to Study? It’s Time to Pass a Fiduciary Standard

Watch this video on YouTube One of my “broken record” themes over the years has been the importance of requiring financial advisors to have a legal responsibility to act as a fiduciary. This simply means the advisor is required to put your best interest...

What You Get From a Financial Planner

What exactly do you get when you engage a fee-only financial planner? This question seems so obvious that it is rarely asked, yet its answer is important. Fee-only planners, much like attorneys and physicians, are compensated for their knowledge and their services....

Rick’s Co-authored Book Now in Romania

The Financial Wisdom of Ebenezer Scrooge, a book I co-authored, has made it to Romania.  At least that’s what I am making of a Google Alert I received yesterday.  Not knowing Romanian, I turned to iGoogle and here is what the article said: “Unlike other...

“Je Ne Comprends Pas” Meaning in French?

It means, “I don’t understand.”  And that is exactly how I felt after reading an article that appeared on the Jabboom.com website, based in Quebec, Canada.  Using the rusty French I learned in high school, I think the story is on the...

Ways to Save Money and Not Feel Deprived

Cathy Curtis’s article on “10 Ways to Save Money and Not Feel Deprived” is an excellent read on ways to save money while minimizing the pain.  As I read through her list, I was surprised at how many I’ve actually done myself or recommended...